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Lucas Group Financial Planners, Inc.

Headquartered in SACRAMENTO, CA

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Firm Information

Lucas Group Financial Planners, Inc. is a financial advisor located in Sacramento, CA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, and pension and profit-sharing plans. The firm has approximately $374,733,822 in regulatory assets under management, with $344,385,169 of that managed on a discretionary basis.

Lucas Group Financial Planners, Inc.

1545 RIVER PARK DRIVE,

SACRAMENTO, CA 95815

$374.73M

Assets Under Management

7

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Portion of fees managed by third-party money managers

Branch Locations (1)

LUCAS GROUP FINANCIAL PLANNERS, INC. has a total of 1 branch locations across the country.
location

SACRAMENTO, CA

Advisors at Lucas Group Financial Planners, Inc.

View All 4 Advisors
Unclaimed
Matthew Maguire Page

CFP®, RA

SACRAMENTO, CA

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Unclaimed
Gregory Alan Lucas

CFP®, RA

SACRAMENTO, CA

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Unclaimed
Todd Royce Hadley

CFP®, RA

SACRAMENTO, CA

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Unclaimed
Paola Montserrat Quintero salazar

RA

SACRAMENTO, CA

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Disclosures

There are no public disclosures for Lucas Group Financial Planners, Inc..

Frequently Asked Questions (9)

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